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Planview Customer Success Center

OKR Progress widget (administrators)

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The OKR Progress widget displays an interactive line graph of the progress of objectives and key results over a fixed timeframe. 

Configuration settings

Option Description
Title Read-only. Name of the roadmap selected below.
Description (contextual help) Description to appear when user clicks the help icon for the roadmap.
OKRs to show

All related to a strategy or board

All the user has access to 
Select a source for OKRs

AgilePlace board 

Portfolios strategy
AgilePlace board Appears when AgilePlace board is selected for the source, above. List of boards from AgilePlace
Portfolios strategy Appears when Portfolios strategy is selected for the source, above. List of strategies from Portfolios
Levels Multi-select list of levels to appear on the widget
Timeframe

Time range to be displayed:

  • Current year – Current year starting from January 1.
  • Current month – current month from the first day of the month
  • Custom – the date range specified in the From and To fields.

From

To

 Appears when Custom is selected for the timeframe, above. Specifies the time range to be displayed.